Sponsored

The Analysis of RIVERSEDGE ADVISORS, LLC's Holdings & P&L

Currently, RIVERSEDGE ADVISORS, LLC holds 315 types of securities in its portfolio with a total value $752.9M. In the most recent quarter, they have increased their positions in AAPL (+61.2K shares, valued at $17.7M), VUG (+157.3K shares, valued at $13.5M), IBIT (+175.8K shares, valued at $5.9M); decreased their positions in BTC (-228.4K shares, valued at $5.9M), SPYG (-7.0K shares, valued at $833.6K), FESM (-9.6K shares, valued at $463.1K); initiated new positions in N/A (+2.3K shares, valued at $595.8K), N/A (+614 shares, valued at $592.5K), WCN (+3.3K shares, valued at $556.2K).

1M P&L

+7.7M+1.08%

3M P&L

+30.4M+4.41%

HY P&L

-10.2M-1.40%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A541.2M

76.4%

2Consumer Electronics44.8M

6.3%

3Semiconductors16.2M

2.3%

Top Industries by Stock Count

1N/A50 stocks

18.5%

2Banks - Diversified16 stocks

5.9%

3Semiconductors9 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS396.5K shares5.74%2026-06-302026-07-16

IDEV ISHARES TR661.7K shares5.28%2026-06-302026-07-16

VV VANGUARD INDEX FDS147.1K shares-0.36%2026-06-302026-07-16

AAPL APPLE INC153.8K shares66.18%2026-06-302026-07-16

BND VANGUARD BD INDEX FDS567.3K shares2.28%2026-06-302026-07-16

SPYG SPDR SERIES TRUST323.3K shares-2.12%2026-06-302026-07-16

SCHF SCHWAB STRATEGIC TR1.1M shares0.07%2026-06-302026-07-16

SPYV SPDR SERIES TRUST455.5K shares-0.62%2026-06-302026-07-16

Sponsored

VWO VANGUARD INTL EQUITY INDEX F391.8K shares2.64%2026-06-302026-07-16

VEA VANGUARD TAX-MANAGED FDS268.9K shares-1.30%2026-06-302026-07-16

VTEB VANGUARD MUN BD FDS350.4K shares6.15%2026-06-302026-07-16

VUG VANGUARD INDEX FDS188.1K shares510.77%2026-06-302026-07-16

ISHARES TR ISHARES TR167.7K shares-1.78%2026-06-302026-07-16

JBND J P MORGAN EXCHANGE TRADED F223.4K shares0.87%2026-06-302026-07-16

VIOV VANGUARD ADMIRAL FDS INC98.9K shares-1.30%2026-06-302026-07-16

IJR ISHARES TR69.1K shares3.01%2026-06-302026-07-16

Sponsored

RSP INVESCO EXCHANGE TRADED FD T43.3K shares0.00%2026-06-302026-07-16

NVDA NVIDIA CORPORATION41.4K shares16.19%2026-06-302026-07-16

FESM FIDELITY COVINGTON TRUST159.6K shares-5.67%2026-06-302026-07-16

AVEM AMERICAN CENTY ETF TR79.0K shares-4.50%2026-06-302026-07-16

IBIT ISHARES BITCOIN TRUST ETF218.2K shares415.10%2026-06-302026-07-16

BNDX VANGUARD CHARLOTTE FDS138.2K shares3.12%2026-06-302026-07-16

IVLU ISHARES TR155.3K shares3.51%2026-06-302026-07-16

RAAX VANECK ETF TRUST158.2K shares-0.92%2026-06-302026-07-16

Sponsored

VTWG VANGUARD SCOTTSDALE FDS21.8K shares-2.04%2026-06-302026-07-16

SPEM SPDR INDEX SHS FDS106.0K shares-0.19%2026-06-302026-07-16

GOOGL ALPHABET INC13.6K shares4.22%2026-06-302026-07-16

MSFT MICROSOFT CORP12.7K shares29.73%2026-06-302026-07-16

AMZN AMAZON COM INC19.5K shares16.99%2026-06-302026-07-16

VBK VANGUARD INDEX FDS10.6K shares-1.05%2026-06-302026-07-16

GOOG ALPHABET INC10.9K shares17.69%2026-06-302026-07-16

BTC GRAYSCALE BITCOIN MINI TR ET141.7K shares-61.72%2026-06-302026-07-16

Sponsored

JPIB J P MORGAN EXCHANGE TRADED F61.2K shares1.82%2026-06-302026-07-16

SCHV SCHWAB STRATEGIC TR80.1K shares0.66%2026-06-302026-07-16

MU MICRON TECHNOLOGY INC2.4K shares4.17%2026-06-302026-07-16

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC22.3K shares-0.98%2026-06-302026-07-16

BROADCOM INC BROADCOM INC6.8K shares9.27%2026-06-302026-07-16

TSLA TESLA INC5.3K shares9.79%2026-06-302026-07-16

TSM TAIWAN SEMICONDUCTOR MANUFAC4.6K shares-5.16%2026-06-302026-07-16

ISHARES TR ISHARES TR2.9K shares-11.55%2026-06-302026-07-16

Sponsored

VGT VANGUARD WORLD FD16.0K shares699.75%2026-06-302026-07-16

VBR VANGUARD INDEX FDS7.8K shares-9.94%2026-06-302026-07-16

USHY ISHARES TR48.3K shares-1.75%2026-06-302026-07-16

BRK.B BERKSHIRE HATHAWAY INC DEL3.5K shares25.60%2026-06-302026-07-16

IVW ISHARES TR11.9K shares-7.45%2026-06-302026-07-16

JPMORGAN CHASE & CO JPMORGAN CHASE & CO4.9K shares47.47%2026-06-302026-07-16

META PLATFORMS INC META PLATFORMS INC2.8K shares21.75%2026-06-302026-07-16

JNJ JOHNSON & JOHNSON6.2K shares3.75%2026-06-302026-07-16

Sponsored

MUB ISHARES TR13.3K shares0.49%2026-06-302026-07-16

IWO ISHARES TR3.6K shares0.03%2026-06-302026-07-16

LLY ELI LILLY & CO1.2K shares40.83%2026-06-302026-07-16

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.5K shares8.54%2026-06-302026-07-16

LRCX LAM RESEARCH CORP3.1K shares11.59%2026-06-302026-07-16

ASML ASML HLDG NV651 shares15.22%2026-06-302026-07-16

FTMH PUTNAM ETF TRUST106.7K shares-6.45%2026-06-302026-07-16

MCO MOODYS CORP2.8K shares16.60%2026-06-302026-07-16

Sponsored

CVX CHEVRON CORPORATION7.4K shares39.55%2026-06-302026-07-16

VIOG VANGUARD ADMIRAL FDS INC8.0K shares1.99%2026-06-302026-07-16

ABBVIE INC ABBVIE INC4.7K shares1.41%2026-06-302026-07-16

VANGUARD INDEX FDS VANGUARD INDEX FDS3.2K shares0.09%2026-06-302026-07-16

WDC WESTERN DIGITAL CORP1.8K shares46.43%2026-06-302026-07-16

BMY BRISTOL-MYERS SQUIBB CO19.6K shares15.24%2026-06-302026-07-16

FLHY FRANKLIN TEMPLETON ETF TR46.1K shares4.07%2026-06-302026-07-16

INTC INTEL CORP7.1K shares-28.11%2026-06-302026-07-16

Sponsored

HD HOME DEPOT INC2.8K shares122.88%2026-06-302026-07-16

VISA INC VISA INC2.9K shares31.86%2026-06-302026-07-16

EXXON MOBIL CORP EXXON MOBIL CORP6.8K shares6.45%2026-06-302026-07-16

VOO VANGUARD INDEX FDS1.4K shares5.43%2026-06-302026-07-16

XLF SELECT SECTOR SPDR TR17.4K shares0.00%2026-06-302026-07-16

FIX COMFORT SYS USA INC463 shares25.14%2026-06-302026-07-16

C CITIGROUP INC6.3K shares9.53%2026-06-302026-07-16

MRK MERCK & CO INC6.9K shares5.44%2026-06-302026-07-16

Sponsored

GE GE AEROSPACE2.4K shares28.03%2026-06-302026-07-16

VXUS VANGUARD STAR FDS9.8K shares0.04%2026-06-302026-07-16

AMD ADVANCED MICRO DEVICES INC1.4K shares39.52%2026-06-302026-07-16

HYMB SPDR SERIES TRUST32.6K shares-4.34%2026-06-302026-07-16

CHUBB LIMITED CHUBB LIMITED2.4K shares41.32%2026-06-302026-07-16

SNDK SANDISK CORP341 shares-37.20%2026-06-302026-07-16

PCG PG&E CORP44.8K shares61.67%2026-06-302026-07-16

CNC CENTENE CORP DEL11.7K shares40.68%2026-06-302026-07-16

Sponsored

HSBC HSBC HLDGS PLC7.9K shares8.88%2026-06-302026-07-16

WMT WALMART INC6.5K shares-6.44%2026-06-302026-07-16

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.7K shares44.18%2026-06-302026-07-16

COF CAPITAL ONE FINL CORP3.6K shares105.96%2026-06-302026-07-16

BAC BANK OF AMER CORP12.5K shares22.50%2026-06-302026-07-16

GEV GE VERNOVA INC592 shares16.08%2026-06-302026-07-16

TJX TJX COS INC NEW4.5K shares35.68%2026-06-302026-07-16

LGLV SPDR SERIES TRUST3.7K shares-3.55%2026-06-302026-07-16

Sponsored

ABNB AIRBNB INC4.7K shares54.67%2026-06-302026-07-16

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC2.0K shares27.77%2026-06-302026-07-16

UAL UNITED AIRLS HLDGS INC4.8K shares38.72%2026-06-302026-07-16

MCD MCDONALDS CORP2.3K shares1.66%2026-06-302026-07-16

EIX EDISON INTL8.4K shares24.20%2026-06-302026-07-16

DAL DELTA AIR LINES INC6.6K shares17.30%2026-06-302026-07-16

APH AMPHENOL CORP3.5K shares12.48%2026-06-302026-07-16

NVS NOVARTIS AG3.9K shares12.29%2026-06-302026-07-16

Sponsored

RY ROYAL BK CDA2.9K shares9.41%2026-06-302026-07-16

EXPE EXPEDIA GROUP INC2.3K shares-5.93%2026-06-302026-07-16

PSX PHILLIPS 663.5K shares59.19%2026-06-302026-07-16

SNOWFLAKE INC SNOWFLAKE INC2.3K sharesnew addition2026-06-302026-07-16

BANCO SANTANDER SA BANCO SANTANDER SA43.1K shares47.17%2026-06-302026-07-16

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL614 sharesnew addition2026-06-302026-07-16

ABT ABBOTT LABORATORIES6.3K shares41.46%2026-06-302026-07-16

FTNT FORTINET INC3.7K shares6.64%2026-06-302026-07-16

Sponsored

LECO LINCOLN ELEC HLDGS INC2.1K shares-1.03%2026-06-302026-07-16

WCN WASTE CONNECTIONS INC3.3K sharesnew addition2026-06-302026-07-16

CRS CARPENTER TECHNOLOGY CORP891 sharesnew addition2026-06-302026-07-16

MLI MUELLER INDS INC4.4K shares16.07%2026-06-302026-07-16

MUFG MITSUBISHI UFJ FINANCIAL GRO26.9K shares31.13%2026-06-302026-07-16

DVN DEVON ENERGY CORP NEW12.9K shares8.04%2026-06-302026-07-16

FDX FEDEX CORP1.7K shares16.69%2026-06-302026-07-16

KLAC KLA CORP1.8K shares1004.40%2026-06-302026-07-16

Sponsored

APPLIED MATLS INC APPLIED MATLS INC723 sharesnew addition2026-06-302026-07-16

JBHT HUNT J B TRANS SVCS INC1.8K shares70.01%2026-06-302026-07-16

GIS GENERAL MILLS INC14.7K sharesnew addition2026-06-302026-07-16

LMT LOCKHEED MARTIN CORP1.0K shares28.33%2026-06-302026-07-16

IBM INTERNATIONAL BUSINESS MACHS1.8K shares87.40%2026-06-302026-07-16

AME AMETEK INC2.1K shares18.06%2026-06-302026-07-16

GS GOLDMAN SACHS GROUP INC494 shares4.66%2026-06-302026-07-16

BLK BLACKROCK INC519 shares57.75%2026-06-302026-07-16

Sponsored

VLO VALERO ENERGY CORP1.9K shares35.04%2026-06-302026-07-16

TD TORONTO DOMINION BK ONT4.1K shares12.91%2026-06-302026-07-16

VRTX VERTEX PHARMACEUTICALS INC993 sharesnew addition2026-06-302026-07-16

PM PHILIP MORRIS INTL INC2.7K shares20.76%2026-06-302026-07-16

VIK VIKING HOLDINGS LTD4.7K sharesnew addition2026-06-302026-07-16

TPL TEXAS PACIFIC LAND CORPORATI1.1K shares4.12%2026-06-302026-07-16

NTRS NORTHERN TR CORP2.8K shares10.83%2026-06-302026-07-16

TER TERADYNE INC982 shares41.09%2026-06-302026-07-16

Sponsored

SHEL SHELL PLC6.1K shares24.63%2026-06-302026-07-16

KO COCA COLA CO5.7K shares22.18%2026-06-302026-07-16

CMI CUMMINS INC652 shares42.98%2026-06-302026-07-16

AON AON PLC1.4K sharesnew addition2026-06-302026-07-16

PNC PNC FINL SVCS GROUP INC1.9K sharesnew addition2026-06-302026-07-16

FREEPORT MCMORAN INC FREEPORT MCMORAN INC7.3K shares84.04%2026-06-302026-07-16

FTI TECHNIPFMC PLC6.9K shares0.99%2026-06-302026-07-16

ORACLE CORP ORACLE CORP3.0K shares28.90%2026-06-302026-07-16

Sponsored

BHP BHP BILLITON LIMITED5.3K shares22.89%2026-06-302026-07-16

SHM SPDR SERIES TRUST9.2K shares-5.38%2026-06-302026-07-16

ES EVERSOURCE ENERGY6.1K sharesnew addition2026-06-302026-07-16

CIEN CIENA CORP882 shares7.04%2026-06-302026-07-16

ASTRAZENECA PLC ASTRAZENECA PLC2.3K shares-17.48%2026-06-302026-07-16

WFC WELLS FARGO & CO5.2K sharesnew addition2026-06-302026-07-16

PANW PALO ALTO NETWORKS INC1.3K sharesnew addition2026-06-302026-07-16

BK BANK OF NY MELLON CORP2.9K shares11.22%2026-06-302026-07-16

Sponsored

EOG EOG RES INC3.3K sharesnew addition2026-06-302026-07-16

NTRA NATERA INC1.5K shares23.36%2026-06-302026-07-16

BA BOEING CO1.9K sharesnew addition2026-06-302026-07-16

CAT CATERPILLAR INC390 shares2.63%2026-06-302026-07-16

ETN EATON CORP PLC974 shares-1.62%2026-06-302026-07-16

ROST ROSS STORES INC1.9K shares99.69%2026-06-302026-07-16

USB US BANCORP6.6K shares3.38%2026-06-302026-07-16

TXRH TEXAS ROADHOUSE INC2.0K sharesnew addition2026-06-302026-07-16

Sponsored

HAL HALLIBURTON CO11.5K shares30.91%2026-06-302026-07-16

MOH MOLINA HEALTHCARE INC1.7K sharesnew addition2026-06-302026-07-16

MAA MID-AMER APT CMNTYS INC2.8K sharesnew addition2026-06-302026-07-16

RTX CORPORATION RTX CORPORATION2.0K shares86.23%2026-06-302026-07-16

NEM NEWMONT CORP4.1K shares3.43%2026-06-302026-07-16

KMI KINDER MORGAN INC DEL11.9K shares90.59%2026-06-302026-07-16

TMUS T-MOBILE US INC2.3K sharesnew addition2026-06-302026-07-16

SUB ISHARES TR3.5K shares0.42%2026-06-302026-07-16

Sponsored

BIIB BIOGEN INC1.7K shares14.19%2026-06-302026-07-16

ISRG INTUITIVE SURGICAL INC948 shares-3.76%2026-06-302026-07-16

LIN LINDE PLC725 shares25.43%2026-06-302026-07-16

BBVA BANCO BILBAO VIZCAYA ARGENTA15.0K shares30.55%2026-06-302026-07-16

EVR EVERCORE INC1.1K sharesnew addition2026-06-302026-07-16

SYF SYNCHRONY FINANCIAL4.8K shares1.00%2026-06-302026-07-16

PHM PULTE GROUP INC2.7K shares-10.78%2026-06-302026-07-16

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD3.8K shares-13.74%2026-06-302026-07-16

Sponsored

GM GENERAL MTRS CO4.7K shares41.63%2026-06-302026-07-16

EQIX EQUINIX INC345 shares50.00%2026-06-302026-07-16

VZ VERIZON COMMUNICATIONS INC8.4K shares-0.77%2026-06-302026-07-16

VIG VANGUARD SPECIALIZED FUNDS1.5K shares0.00%2026-06-302026-07-16

SMFG SUMITOMO MITSUI FIN GRP INC14.9K shares42.40%2026-06-302026-07-16

MS MORGAN STANLEY1.7K sharesnew addition2026-06-302026-07-16

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION2.4K sharesnew addition2026-06-302026-07-16

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T465 shares-8.10%2026-06-302026-07-16

Sponsored

GD GENERAL DYNAMICS CORP979 shares-13.13%2026-06-302026-07-16

MAR MARRIOTT INTL INC NEW926 shares0.76%2026-06-302026-07-16

DKNG DRAFTKINGS INC NEW13.5K sharesnew addition2026-06-302026-07-16

TTWO TAKE-TWO INTERACTIVE SOFTWAR1.4K sharesnew addition2026-06-302026-07-16

MASTERCARD INCORPORATED MASTERCARD INCORPORATED662 shares28.79%2026-06-302026-07-16

MMC MARSH & MCLENNAN COS INC2.0K shares19.61%2026-06-302026-07-16

PG PROCTER & GAMBLE CO2.3K shares-19.17%2026-06-302026-07-16

EFA ISHARES TR3.2K shares0.00%2026-06-302026-07-16

Sponsored

ZM ZOOM COMMUNICATIONS INC3.9K shares44.54%2026-06-302026-07-16

RBRK RUBRIK INC.4.2K sharesnew addition2026-06-302026-07-16

S&P GLOBAL INC S&P GLOBAL INC817 sharesnew addition2026-06-302026-07-16

IEMG ISHARES INC4.0K shares-17.12%2026-06-302026-07-16

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC427 sharesnew addition2026-06-302026-07-16

UBS UBS GROUP AG6.5K sharesnew addition2026-06-302026-07-16

BCS BARCLAYS PLC12.0K sharesnew addition2026-06-302026-07-16

NNN NNN REIT INC6.9K sharesnew addition2026-06-302026-07-16

Sponsored

ADP AUTOMATIC DATA PROCESSING IN1.4K sharesnew addition2026-06-302026-07-16

BSX BOSTON SCIENTIFIC CORP7.5K sharesnew addition2026-06-302026-07-16

WAL WESTERN ALLIANCE BANCORP3.9K sharesnew addition2026-06-302026-07-16

PLD PROLOGIS INC.2.4K shares19.06%2026-06-302026-07-16

DHI D R HORTON INC2.0K sharesnew addition2026-06-302026-07-16

ACUITY INC ACUITY INC835 sharesnew addition2026-06-302026-07-16

HLT HILTON WORLDWIDE HLDGS INC949 sharesnew addition2026-06-302026-07-16

SCHE SCHWAB STRATEGIC TR8.6K shares0.06%2026-06-302026-07-16

Sponsored

OXY OCCIDENTAL PETE CORP6.3K sharesnew addition2026-06-302026-07-16

HIG HARTFORD INSURANCE GROUP INC2.3K shares-12.59%2026-06-302026-07-16

EME EMCOR GROUP INC368 shares6.36%2026-06-302026-07-16

MRVL MARVELL TECHNOLOGY INC1.0K sharesnew addition2026-06-302026-07-16

SNPS SYNOPSYS INC667 sharesnew addition2026-06-302026-07-16

SONY SONY GROUP CORP14.8K shares42.94%2026-06-302026-07-16

RIO RIO TINTO PLC3.1K shares31.53%2026-06-302026-07-16

COO COOPER COS INC4.1K sharesnew addition2026-06-302026-07-16

Sponsored

BWA BORGWARNER INC4.4K shares0.00%2026-06-302026-07-16

ANET ARISTA NETWORKS INC1.7K shares-9.30%2026-06-302026-07-16

STT STATE STR CORP1.7K shares6.24%2026-06-302026-07-16

NBIX NEUROCRINE BIOSCIENCES INC1.7K shares11.28%2026-06-302026-07-16

PNFP PINNACLE FINL PARTNERS INC2.8K shares5.52%2026-06-302026-07-16

PAYX PAYCHEX INC2.9K sharesnew addition2026-06-302026-07-16

VRT VERTIV HOLDINGS CO849 sharesnew addition2026-06-302026-07-16

TM TOYOTA MOTOR CORP1.7K shares9.00%2026-06-302026-07-16

Sponsored

PH PARKER-HANNIFIN CORP289 sharesnew addition2026-06-302026-07-16

MEDTRONIC PLC MEDTRONIC PLC3.6K sharesnew addition2026-06-302026-07-16

QCOM QUALCOMM INC1.5K sharesnew addition2026-06-302026-07-16

DELL DELL TECHNOLOGIES INC653 sharesnew addition2026-06-302026-07-16

APPLIED INDL TECHNOLOGIES IN APPLIED INDL TECHNOLOGIES IN831 sharesnew addition2026-06-302026-07-16

ADOBE INC ADOBE INC1.4K shares25.71%2026-06-302026-07-16

LYB LYONDELLBASELL INDUSTRIES NV5.3K sharesnew addition2026-06-302026-07-16

UPS UNITED PARCEL SVCS INC2.6K sharesnew addition2026-06-302026-07-16

Sponsored

MEDP MEDPACE HLDGS INC520 shares21.78%2026-06-302026-07-16

ORLY OREILLY AUTOMOTIVE INC3.0K shares-2.26%2026-06-302026-07-16

JBL JABIL INC707 sharesnew addition2026-06-302026-07-16

OTIS OTIS WORLDWIDE CORP3.8K sharesnew addition2026-06-302026-07-16

FDS FACTSET RESH SYS INC1.2K sharesnew addition2026-06-302026-07-16

PFE PFIZER INC11.2K sharesnew addition2026-06-302026-07-16

CCL CARNIVAL CORP LTD9.4K sharesnew addition2026-06-302026-07-16

BKNG BOOKING HOLDINGS INC1.5K shares1577.78%2026-06-302026-07-16

Sponsored

VEEV VEEVA SYS INC1.5K sharesnew addition2026-06-302026-07-16

CI THE CIGNA GROUP957 shares-3.04%2026-06-302026-07-16

BX BLACKSTONE INC2.2K shares17.71%2026-06-302026-07-16

RBC RBC BEARINGS INC409 sharesnew addition2026-06-302026-07-16

CLOUDFLARE INC CLOUDFLARE INC1.1K sharesnew addition2026-06-302026-07-16

ADI ANALOG DEVICES INC660 sharesnew addition2026-06-302026-07-16

NUTANIX INC NUTANIX INC5.1K sharesnew addition2026-06-302026-07-16

COP CONOCOPHILLIPS2.5K shares2.47%2026-06-302026-07-16

Sponsored

ASE TECHNOLOGY HLDG CO LTD ASE TECHNOLOGY HLDG CO LTD5.7K sharesnew addition2026-06-302026-07-16

BTI BRITISH AMERN TOB PLC4.2K shares0.80%2026-06-302026-07-16

PEP PEPSICO INC1.9K shares10.31%2026-06-302026-07-16

DHR DANAHER CORP DEL1.4K shares-23.99%2026-06-302026-07-16

JEF JEFFERIES FINANCIAL GROUP IN5.1K sharesnew addition2026-06-302026-07-16

ITW ILLINOIS TOOL WKS INC949 sharesnew addition2026-06-302026-07-16

RBLX ROBLOX CORP4.7K sharesnew addition2026-06-302026-07-16

AMT AMERICAN TOWER CORP1.6K sharesnew addition2026-06-302026-07-16

Sponsored

CISCO SYS INC CISCO SYS INC2.2K sharesnew addition2026-06-302026-07-16

HCA HCA HEALTHCARE INC653 shares-32.05%2026-06-302026-07-16

SYY SYSCO CORP3.0K sharesnew addition2026-06-302026-07-16

TEAM ATLASSIAN CORPORATION3.2K sharesnew addition2026-06-302026-07-16

ENB ENBRIDGE INC4.6K shares10.23%2026-06-302026-07-16

OC OWENS CORNING NEW1.6K sharesnew addition2026-06-302026-07-16

STLD STEEL DYNAMICS INC1.1K shares-3.02%2026-06-302026-07-16

MFG MIZUHO FINANCIAL GROUP INC26.1K shares22.84%2026-06-302026-07-16

Sponsored

SCHW SCHWAB CHARLES CORP2.7K sharesnew addition2026-06-302026-07-16

UL UNILEVER PLC4.1K sharesnew addition2026-06-302026-07-16

TAP MOLSON COORS BEVERAGE CO6.4K sharesnew addition2026-06-302026-07-16

T AT&T INC11.8K shares-22.68%2026-06-302026-07-16

LUMENTUM HLDGS INC LUMENTUM HLDGS INC285 sharesnew addition2026-06-302026-07-16

REGN REGENERON PHARMACEUTICALS390 shares8.64%2026-06-302026-07-16

FLEX FLEX LTD1.5K sharesnew addition2026-06-302026-07-16

CL COLGATE PALMOLIVE CO2.6K sharesnew addition2026-06-302026-07-16

Sponsored

MPC MARATHON PETE CORP942 shares3.18%2026-06-302026-07-16

BMO BANK MONTREAL MEDIUM1.4K sharesnew addition2026-06-302026-07-16

NETFLIX INC. NETFLIX INC.3.4K shares-38.49%2026-06-302026-07-16

TGT TARGET CORP1.8K sharesnew addition2026-06-302026-07-16

OMF ONEMAIN HLDGS INC3.9K sharesnew addition2026-06-302026-07-16

ANTERO RESOURCES CORP ANTERO RESOURCES CORP6.7K sharesnew addition2026-06-302026-07-16

MKC MCCORMICK & CO INC4.7K sharesnew addition2026-06-302026-07-16

BNS BANK NOVA SCOTIA B C2.7K sharesnew addition2026-06-302026-07-16

Sponsored

ARAMARK ARAMARK4.1K sharesnew addition2026-06-302026-07-16

GSK PLC GSK PLC4.5K shares21.70%2026-06-302026-07-16

BURLINGTON STORES INC BURLINGTON STORES INC736 sharesnew addition2026-06-302026-07-16

EBAY EBAY INC.2.1K sharesnew addition2026-06-302026-07-16

INCY INCYTE CORP2.1K sharesnew addition2026-06-302026-07-16

DIS DISNEY WALT CO2.4K shares0.13%2026-06-302026-07-16

LYG LLOYDS BANKING GROUP PLC39.4K shares33.84%2026-06-302026-07-16

CHD CHURCH & DWIGHT CO INC2.4K sharesnew addition2026-06-302026-07-16

Sponsored

ILMN ILLUMINA INC1.3K sharesnew addition2026-06-302026-07-16

JMEE J P MORGAN EXCHANGE TRADED F2.9K sharesnew addition2026-06-302026-07-16

CFG CITIZENS FINL GROUP INC3.2K sharesnew addition2026-06-302026-07-16

HONEYWELL INTL INC HONEYWELL INTL INC1.0K sharesnew addition2026-06-302026-07-16

EFX EQUIFAX INC1.4K sharesnew addition2026-06-302026-07-16

AXP AMERICAN EXPRESS CO658 sharesnew addition2026-06-302026-07-16

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC999 sharesnew addition2026-06-302026-07-16

DOCU DOCUSIGN INC5.0K sharesnew addition2026-06-302026-07-16

Sponsored

CVS CVS HEALTH CORP2.1K sharesnew addition2026-06-302026-07-16

HST HOST HOTELS & RESORTS INC9.2K sharesnew addition2026-06-302026-07-16

XYL XYLEM INC1.8K sharesnew addition2026-06-302026-07-16

SCHG SCHWAB STRATEGIC TR6.4K sharesnew addition2026-06-302026-07-16

FRT FEDERAL RLTY INVT TR NEW1.8K sharesnew addition2026-06-302026-07-16

HPE HEWLETT PACKARD ENTERPRISE C4.8K sharesnew addition2026-06-302026-07-16

UMC UNITED MICROELECTRONICS CORP7.9K sharesnew addition2026-06-302026-07-16

CR CRANE COMPANY958 sharesnew addition2026-06-302026-07-16

Sponsored

PB PROSPERITY BANCSHARES INC2.9K sharesnew addition2026-06-302026-07-16

CM CANADIAN IMPERIAL BANK OF CO1.8K sharesnew addition2026-06-302026-07-16

CEG CONSTELLATION ENERGY CORP855 shares-1.84%2026-06-302026-07-16

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC1.6K sharesnew addition2026-06-302026-07-16

CHE CHEMED CORP NEW447 sharesnew addition2026-06-302026-07-16

FOXA FOX CORP4.0K shares-12.73%2026-06-302026-07-16

ADM ARCHER DANIELS MIDLAND CO2.7K sharesnew addition2026-06-302026-07-16

GLTR ABRDN PRECIOUS METALS BASKET1.1K shares0.00%2026-06-302026-07-16

Sponsored

ING ING GROEP N.V.6.6K sharesnew addition2026-06-302026-07-16

MDB MONGODB INC610 sharesnew addition2026-06-302026-07-16

EXEL EXELIXIS INC3.8K sharesnew addition2026-06-302026-07-16

HURN HURON CONSULTING GROUP INC2.2K shares0.00%2026-06-302026-07-16

UI UBIQUITI INC376 shares-9.40%2026-06-302026-07-16

VRSN VERISIGN INC796 sharesnew addition2026-06-302026-07-16

GPC GENUINE PARTS CO1.7K sharesnew addition2026-06-302026-07-16

VALE VALE S A12.8K shares-5.16%2026-06-302026-07-16

Sponsored

BBD BANCO BRADESCO S A29.7K shares-8.06%2026-06-302026-07-16

ABEV AMBEV SA22.2K shares1.12%2026-06-302026-07-16

MPW MEDICAL PROPERTIES TRUST INC11.4K sharesnew addition2026-06-302026-07-16

VTV

VANGUARD INDEX FDS

5.74%

Shares396.5K

Event2026-06-30

Filed2026-07-16

IDEV

ISHARES TR

5.28%

Shares661.7K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

-0.36%

Shares147.1K

Event2026-06-30

Filed2026-07-16

AAPL

APPLE INC

66.18%

Shares153.8K

Event2026-06-30

Filed2026-07-16

BND

VANGUARD BD INDEX FDS

2.28%

Shares567.3K

Event2026-06-30

Filed2026-07-16

SPYG

SPDR SERIES TRUST

-2.12%

Shares323.3K

Event2026-06-30

Filed2026-07-16

SCHF

SCHWAB STRATEGIC TR

0.07%

Shares1.1M

Event2026-06-30

Filed2026-07-16

SPYV

SPDR SERIES TRUST

-0.62%

Shares455.5K

Event2026-06-30

Filed2026-07-16

VWO

VANGUARD INTL EQUITY INDEX F

2.64%

Shares391.8K

Event2026-06-30

Filed2026-07-16

VEA

VANGUARD TAX-MANAGED FDS

-1.30%

Shares268.9K

Event2026-06-30

Filed2026-07-16

VTEB

VANGUARD MUN BD FDS

6.15%

Shares350.4K

Event2026-06-30

Filed2026-07-16

VUG

VANGUARD INDEX FDS

510.77%

Shares188.1K

Event2026-06-30

Filed2026-07-16

ISHARES TR

-1.78%

Shares167.7K

Event2026-06-30

Filed2026-07-16

JBND

J P MORGAN EXCHANGE TRADED F

0.87%

Shares223.4K

Event2026-06-30

Filed2026-07-16

VIOV

VANGUARD ADMIRAL FDS INC

-1.30%

Shares98.9K

Event2026-06-30

Filed2026-07-16

IJR

ISHARES TR

3.01%

Shares69.1K

Event2026-06-30

Filed2026-07-16

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares43.3K

Event2026-06-30

Filed2026-07-16

NVDA

NVIDIA CORPORATION

16.19%

Shares41.4K

Event2026-06-30

Filed2026-07-16

FESM

FIDELITY COVINGTON TRUST

-5.67%

Shares159.6K

Event2026-06-30

Filed2026-07-16

AVEM

AMERICAN CENTY ETF TR

-4.50%

Shares79.0K

Event2026-06-30

Filed2026-07-16

IBIT

ISHARES BITCOIN TRUST ETF

415.10%

Shares218.2K

Event2026-06-30

Filed2026-07-16

BNDX

VANGUARD CHARLOTTE FDS

3.12%

Shares138.2K

Event2026-06-30

Filed2026-07-16

IVLU

ISHARES TR

3.51%

Shares155.3K

Event2026-06-30

Filed2026-07-16

RAAX

VANECK ETF TRUST

-0.92%

Shares158.2K

Event2026-06-30

Filed2026-07-16

VTWG

VANGUARD SCOTTSDALE FDS

-2.04%

Shares21.8K

Event2026-06-30

Filed2026-07-16

SPEM

SPDR INDEX SHS FDS

-0.19%

Shares106.0K

Event2026-06-30

Filed2026-07-16

GOOGL

ALPHABET INC

4.22%

Shares13.6K

Event2026-06-30

Filed2026-07-16

MSFT

MICROSOFT CORP

29.73%

Shares12.7K

Event2026-06-30

Filed2026-07-16

AMZN

AMAZON COM INC

16.99%

Shares19.5K

Event2026-06-30

Filed2026-07-16

VBK

VANGUARD INDEX FDS

-1.05%

Shares10.6K

Event2026-06-30

Filed2026-07-16

GOOG

ALPHABET INC

17.69%

Shares10.9K

Event2026-06-30

Filed2026-07-16

BTC

GRAYSCALE BITCOIN MINI TR ET

-61.72%

Shares141.7K

Event2026-06-30

Filed2026-07-16

JPIB

J P MORGAN EXCHANGE TRADED F

1.82%

Shares61.2K

Event2026-06-30

Filed2026-07-16

SCHV

SCHWAB STRATEGIC TR

0.66%

Shares80.1K

Event2026-06-30

Filed2026-07-16

MICRON TECHNOLOGY INC

4.17%

Shares2.4K

Event2026-06-30

Filed2026-07-16

PALANTIR TECHNOLOGIES INC

-0.98%

Shares22.3K

Event2026-06-30

Filed2026-07-16

BROADCOM INC

9.27%

Shares6.8K

Event2026-06-30

Filed2026-07-16

TSLA

TESLA INC

9.79%

Shares5.3K

Event2026-06-30

Filed2026-07-16

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-5.16%

Shares4.6K

Event2026-06-30

Filed2026-07-16

ISHARES TR

-11.55%

Shares2.9K

Event2026-06-30

Filed2026-07-16

VGT

VANGUARD WORLD FD

699.75%

Shares16.0K

Event2026-06-30

Filed2026-07-16

VBR

VANGUARD INDEX FDS

-9.94%

Shares7.8K

Event2026-06-30

Filed2026-07-16

USHY

ISHARES TR

-1.75%

Shares48.3K

Event2026-06-30

Filed2026-07-16

BRK.B

BERKSHIRE HATHAWAY INC DEL

25.60%

Shares3.5K

Event2026-06-30

Filed2026-07-16

IVW

ISHARES TR

-7.45%

Shares11.9K

Event2026-06-30

Filed2026-07-16

JPMORGAN CHASE & CO

47.47%

Shares4.9K

Event2026-06-30

Filed2026-07-16

META PLATFORMS INC

21.75%

Shares2.8K

Event2026-06-30

Filed2026-07-16

JNJ

JOHNSON & JOHNSON

3.75%

Shares6.2K

Event2026-06-30

Filed2026-07-16

MUB

ISHARES TR

0.49%

Shares13.3K

Event2026-06-30

Filed2026-07-16

IWO

ISHARES TR

0.03%

Shares3.6K

Event2026-06-30

Filed2026-07-16

LLY

ELI LILLY & CO

40.83%

Shares1.2K

Event2026-06-30

Filed2026-07-16

COSTCO WHOLESALE CORPORATION

8.54%

Shares1.5K

Event2026-06-30

Filed2026-07-16

LRCX

LAM RESEARCH CORP

11.59%

Shares3.1K

Event2026-06-30

Filed2026-07-16

ASML

ASML HLDG NV

15.22%

Shares651

Event2026-06-30

Filed2026-07-16

FTMH

PUTNAM ETF TRUST

-6.45%

Shares106.7K

Event2026-06-30

Filed2026-07-16

MCO

MOODYS CORP

16.60%

Shares2.8K

Event2026-06-30

Filed2026-07-16

CVX

CHEVRON CORPORATION

39.55%

Shares7.4K

Event2026-06-30

Filed2026-07-16

VIOG

VANGUARD ADMIRAL FDS INC

1.99%

Shares8.0K

Event2026-06-30

Filed2026-07-16

ABBVIE INC

1.41%

Shares4.7K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

0.09%

Shares3.2K

Event2026-06-30

Filed2026-07-16

WDC

WESTERN DIGITAL CORP

46.43%

Shares1.8K

Event2026-06-30

Filed2026-07-16

BMY

BRISTOL-MYERS SQUIBB CO

15.24%

Shares19.6K

Event2026-06-30

Filed2026-07-16

FLHY

FRANKLIN TEMPLETON ETF TR

4.07%

Shares46.1K

Event2026-06-30

Filed2026-07-16

INTC

INTEL CORP

-28.11%

Shares7.1K

Event2026-06-30

Filed2026-07-16

HOME DEPOT INC

122.88%

Shares2.8K

Event2026-06-30

Filed2026-07-16

VISA INC

31.86%

Shares2.9K

Event2026-06-30

Filed2026-07-16

EXXON MOBIL CORP

6.45%

Shares6.8K

Event2026-06-30

Filed2026-07-16

VOO

VANGUARD INDEX FDS

5.43%

Shares1.4K

Event2026-06-30

Filed2026-07-16

XLF

SELECT SECTOR SPDR TR

0.00%

Shares17.4K

Event2026-06-30

Filed2026-07-16

FIX

COMFORT SYS USA INC

25.14%

Shares463

Event2026-06-30

Filed2026-07-16

CITIGROUP INC

9.53%

Shares6.3K

Event2026-06-30

Filed2026-07-16

MRK

MERCK & CO INC

5.44%

Shares6.9K

Event2026-06-30

Filed2026-07-16

GE AEROSPACE

28.03%

Shares2.4K

Event2026-06-30

Filed2026-07-16

VXUS

VANGUARD STAR FDS

0.04%

Shares9.8K

Event2026-06-30

Filed2026-07-16

AMD

ADVANCED MICRO DEVICES INC

39.52%

Shares1.4K

Event2026-06-30

Filed2026-07-16

HYMB

SPDR SERIES TRUST

-4.34%

Shares32.6K

Event2026-06-30

Filed2026-07-16

CHUBB LIMITED

41.32%

Shares2.4K

Event2026-06-30

Filed2026-07-16

SNDK

SANDISK CORP

-37.20%

Shares341

Event2026-06-30

Filed2026-07-16

PCG

PG&E CORP

61.67%

Shares44.8K

Event2026-06-30

Filed2026-07-16

CNC

CENTENE CORP DEL

40.68%

Shares11.7K

Event2026-06-30

Filed2026-07-16

HSBC

HSBC HLDGS PLC

8.88%

Shares7.9K

Event2026-06-30

Filed2026-07-16

WMT

WALMART INC

-6.44%

Shares6.5K

Event2026-06-30

Filed2026-07-16

UNITEDHEALTH GROUP INC

44.18%

Shares1.7K

Event2026-06-30

Filed2026-07-16

COF

CAPITAL ONE FINL CORP

105.96%

Shares3.6K

Event2026-06-30

Filed2026-07-16

BAC

BANK OF AMER CORP

22.50%

Shares12.5K

Event2026-06-30

Filed2026-07-16

GEV

GE VERNOVA INC

16.08%

Shares592

Event2026-06-30

Filed2026-07-16

TJX

TJX COS INC NEW

35.68%

Shares4.5K

Event2026-06-30

Filed2026-07-16

LGLV

SPDR SERIES TRUST

-3.55%

Shares3.7K

Event2026-06-30

Filed2026-07-16

ABNB

AIRBNB INC

54.67%

Shares4.7K

Event2026-06-30

Filed2026-07-16

TRAVELERS COMPANIES INC

27.77%

Shares2.0K

Event2026-06-30

Filed2026-07-16

UAL

UNITED AIRLS HLDGS INC

38.72%

Shares4.8K

Event2026-06-30

Filed2026-07-16

MCD

MCDONALDS CORP

1.66%

Shares2.3K

Event2026-06-30

Filed2026-07-16

EIX

EDISON INTL

24.20%

Shares8.4K

Event2026-06-30

Filed2026-07-16

DAL

DELTA AIR LINES INC

17.30%

Shares6.6K

Event2026-06-30

Filed2026-07-16

APH

AMPHENOL CORP

12.48%

Shares3.5K

Event2026-06-30

Filed2026-07-16

NVS

NOVARTIS AG

12.29%

Shares3.9K

Event2026-06-30

Filed2026-07-16

ROYAL BK CDA

9.41%

Shares2.9K

Event2026-06-30

Filed2026-07-16

EXPE

EXPEDIA GROUP INC

-5.93%

Shares2.3K

Event2026-06-30

Filed2026-07-16

PSX

PHILLIPS 66

59.19%

Shares3.5K

Event2026-06-30

Filed2026-07-16

SNOWFLAKE INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-16

BANCO SANTANDER SA

47.17%

Shares43.1K

Event2026-06-30

Filed2026-07-16

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares614

Event2026-06-30

Filed2026-07-16

ABT

ABBOTT LABORATORIES

41.46%

Shares6.3K

Event2026-06-30

Filed2026-07-16

FTNT

FORTINET INC

6.64%

Shares3.7K

Event2026-06-30

Filed2026-07-16

LECO

LINCOLN ELEC HLDGS INC

-1.03%

Shares2.1K

Event2026-06-30

Filed2026-07-16

WCN

WASTE CONNECTIONS INC

New

Shares3.3K

Event2026-06-30

Filed2026-07-16

CRS

CARPENTER TECHNOLOGY CORP

New

Shares891

Event2026-06-30

Filed2026-07-16

MLI

MUELLER INDS INC

16.07%

Shares4.4K

Event2026-06-30

Filed2026-07-16

MUFG

MITSUBISHI UFJ FINANCIAL GRO

31.13%

Shares26.9K

Event2026-06-30

Filed2026-07-16

DVN

DEVON ENERGY CORP NEW

8.04%

Shares12.9K

Event2026-06-30

Filed2026-07-16

FDX

FEDEX CORP

16.69%

Shares1.7K

Event2026-06-30

Filed2026-07-16

KLAC

KLA CORP

1004.40%

Shares1.8K

Event2026-06-30

Filed2026-07-16

APPLIED MATLS INC

New

Shares723

Event2026-06-30

Filed2026-07-16

JBHT

HUNT J B TRANS SVCS INC

70.01%

Shares1.8K

Event2026-06-30

Filed2026-07-16

GIS

GENERAL MILLS INC

New

Shares14.7K

Event2026-06-30

Filed2026-07-16

LMT

LOCKHEED MARTIN CORP

28.33%

Shares1.0K

Event2026-06-30

Filed2026-07-16

IBM

INTERNATIONAL BUSINESS MACHS

87.40%

Shares1.8K

Event2026-06-30

Filed2026-07-16

AME

AMETEK INC

18.06%

Shares2.1K

Event2026-06-30

Filed2026-07-16

GOLDMAN SACHS GROUP INC

4.66%

Shares494

Event2026-06-30

Filed2026-07-16

BLK

BLACKROCK INC

57.75%

Shares519

Event2026-06-30

Filed2026-07-16

VLO

VALERO ENERGY CORP

35.04%

Shares1.9K

Event2026-06-30

Filed2026-07-16

TORONTO DOMINION BK ONT

12.91%

Shares4.1K

Event2026-06-30

Filed2026-07-16

VRTX

VERTEX PHARMACEUTICALS INC

New

Shares993

Event2026-06-30

Filed2026-07-16

PHILIP MORRIS INTL INC

20.76%

Shares2.7K

Event2026-06-30

Filed2026-07-16

VIK

VIKING HOLDINGS LTD

New

Shares4.7K

Event2026-06-30

Filed2026-07-16

TPL

TEXAS PACIFIC LAND CORPORATI

4.12%

Shares1.1K

Event2026-06-30

Filed2026-07-16

NTRS

NORTHERN TR CORP

10.83%

Shares2.8K

Event2026-06-30

Filed2026-07-16

TER

TERADYNE INC

41.09%

Shares982

Event2026-06-30

Filed2026-07-16

SHEL

SHELL PLC

24.63%

Shares6.1K

Event2026-06-30

Filed2026-07-16

COCA COLA CO

22.18%

Shares5.7K

Event2026-06-30

Filed2026-07-16

CMI

CUMMINS INC

42.98%

Shares652

Event2026-06-30

Filed2026-07-16

AON

AON PLC

New

Shares1.4K

Event2026-06-30

Filed2026-07-16

PNC

PNC FINL SVCS GROUP INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-16

FREEPORT MCMORAN INC

84.04%

Shares7.3K

Event2026-06-30

Filed2026-07-16

FTI

TECHNIPFMC PLC

0.99%

Shares6.9K

Event2026-06-30

Filed2026-07-16

ORACLE CORP

28.90%

Shares3.0K

Event2026-06-30

Filed2026-07-16

BHP

BHP BILLITON LIMITED

22.89%

Shares5.3K

Event2026-06-30

Filed2026-07-16

SHM

SPDR SERIES TRUST

-5.38%

Shares9.2K

Event2026-06-30

Filed2026-07-16

EVERSOURCE ENERGY

New

Shares6.1K

Event2026-06-30

Filed2026-07-16

CIEN

CIENA CORP

7.04%

Shares882

Event2026-06-30

Filed2026-07-16

ASTRAZENECA PLC

-17.48%

Shares2.3K

Event2026-06-30

Filed2026-07-16

WFC

WELLS FARGO & CO

New

Shares5.2K

Event2026-06-30

Filed2026-07-16

PANW

PALO ALTO NETWORKS INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-16

BANK OF NY MELLON CORP

11.22%

Shares2.9K

Event2026-06-30

Filed2026-07-16

EOG

EOG RES INC

New

Shares3.3K

Event2026-06-30

Filed2026-07-16

NTRA

NATERA INC

23.36%

Shares1.5K

Event2026-06-30

Filed2026-07-16

BOEING CO

New

Shares1.9K

Event2026-06-30

Filed2026-07-16

CAT

CATERPILLAR INC

2.63%

Shares390

Event2026-06-30

Filed2026-07-16

ETN

EATON CORP PLC

-1.62%

Shares974

Event2026-06-30

Filed2026-07-16

ROST

ROSS STORES INC

99.69%

Shares1.9K

Event2026-06-30

Filed2026-07-16

USB

US BANCORP

3.38%

Shares6.6K

Event2026-06-30

Filed2026-07-16

TXRH

TEXAS ROADHOUSE INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-16

HAL

HALLIBURTON CO

30.91%

Shares11.5K

Event2026-06-30

Filed2026-07-16

MOH

MOLINA HEALTHCARE INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-16

MAA

MID-AMER APT CMNTYS INC

New

Shares2.8K

Event2026-06-30

Filed2026-07-16

RTX CORPORATION

86.23%

Shares2.0K

Event2026-06-30

Filed2026-07-16

NEM

NEWMONT CORP

3.43%

Shares4.1K

Event2026-06-30

Filed2026-07-16

KMI

KINDER MORGAN INC DEL

90.59%

Shares11.9K

Event2026-06-30

Filed2026-07-16

TMUS

T-MOBILE US INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-16

SUB

ISHARES TR

0.42%

Shares3.5K

Event2026-06-30

Filed2026-07-16

BIIB

BIOGEN INC

14.19%

Shares1.7K

Event2026-06-30

Filed2026-07-16

ISRG

INTUITIVE SURGICAL INC

-3.76%

Shares948

Event2026-06-30

Filed2026-07-16

LIN

LINDE PLC

25.43%

Shares725

Event2026-06-30

Filed2026-07-16

BBVA

BANCO BILBAO VIZCAYA ARGENTA

30.55%

Shares15.0K

Event2026-06-30

Filed2026-07-16

EVR

EVERCORE INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-16

SYF

SYNCHRONY FINANCIAL

1.00%

Shares4.8K

Event2026-06-30

Filed2026-07-16

PHM

PULTE GROUP INC

-10.78%

Shares2.7K

Event2026-06-30

Filed2026-07-16

ALIBABA GROUP HLDG LTD

-13.74%

Shares3.8K

Event2026-06-30

Filed2026-07-16

GENERAL MTRS CO

41.63%

Shares4.7K

Event2026-06-30

Filed2026-07-16

EQIX

EQUINIX INC

50.00%

Shares345

Event2026-06-30

Filed2026-07-16

VERIZON COMMUNICATIONS INC

-0.77%

Shares8.4K

Event2026-06-30

Filed2026-07-16

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-16

SMFG

SUMITOMO MITSUI FIN GRP INC

42.40%

Shares14.9K

Event2026-06-30

Filed2026-07-16

MORGAN STANLEY

New

Shares1.7K

Event2026-06-30

Filed2026-07-16

JOHNSON CONTROLS INTERNATION

New

Shares2.4K

Event2026-06-30

Filed2026-07-16

STATE STR SPDR S&P 500 ETF T

-8.10%

Shares465

Event2026-06-30

Filed2026-07-16

GENERAL DYNAMICS CORP

-13.13%

Shares979

Event2026-06-30

Filed2026-07-16

MAR

MARRIOTT INTL INC NEW

0.76%

Shares926

Event2026-06-30

Filed2026-07-16

DKNG

DRAFTKINGS INC NEW

New

Shares13.5K

Event2026-06-30

Filed2026-07-16

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

New

Shares1.4K

Event2026-06-30

Filed2026-07-16

MASTERCARD INCORPORATED

28.79%

Shares662

Event2026-06-30

Filed2026-07-16

MMC

MARSH & MCLENNAN COS INC

19.61%

Shares2.0K

Event2026-06-30

Filed2026-07-16

PROCTER & GAMBLE CO

-19.17%

Shares2.3K

Event2026-06-30

Filed2026-07-16

EFA

ISHARES TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-16

ZOOM COMMUNICATIONS INC

44.54%

Shares3.9K

Event2026-06-30

Filed2026-07-16

RBRK

RUBRIK INC.

New

Shares4.2K

Event2026-06-30

Filed2026-07-16

S&P GLOBAL INC

New

Shares817

Event2026-06-30

Filed2026-07-16

IEMG

ISHARES INC

-17.12%

Shares4.0K

Event2026-06-30

Filed2026-07-16

CROWDSTRIKE HLDGS INC

New

Shares427

Event2026-06-30

Filed2026-07-16

UBS

UBS GROUP AG

New

Shares6.5K

Event2026-06-30

Filed2026-07-16

BCS

BARCLAYS PLC

New

Shares12.0K

Event2026-06-30

Filed2026-07-16

NNN

NNN REIT INC

New

Shares6.9K

Event2026-06-30

Filed2026-07-16

ADP

AUTOMATIC DATA PROCESSING IN

New

Shares1.4K

Event2026-06-30

Filed2026-07-16

BSX

BOSTON SCIENTIFIC CORP

New

Shares7.5K

Event2026-06-30

Filed2026-07-16

WAL

WESTERN ALLIANCE BANCORP

New

Shares3.9K

Event2026-06-30

Filed2026-07-16

PLD

PROLOGIS INC.

19.06%

Shares2.4K

Event2026-06-30

Filed2026-07-16

DHI

D R HORTON INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-16

ACUITY INC

New

Shares835

Event2026-06-30

Filed2026-07-16

HLT

HILTON WORLDWIDE HLDGS INC

New

Shares949

Event2026-06-30

Filed2026-07-16

SCHE

SCHWAB STRATEGIC TR

0.06%

Shares8.6K

Event2026-06-30

Filed2026-07-16

OXY

OCCIDENTAL PETE CORP

New

Shares6.3K

Event2026-06-30

Filed2026-07-16

HIG

HARTFORD INSURANCE GROUP INC

-12.59%

Shares2.3K

Event2026-06-30

Filed2026-07-16

EME

EMCOR GROUP INC

6.36%

Shares368

Event2026-06-30

Filed2026-07-16

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-16

SNPS

SYNOPSYS INC

New

Shares667

Event2026-06-30

Filed2026-07-16

SONY

SONY GROUP CORP

42.94%

Shares14.8K

Event2026-06-30

Filed2026-07-16

RIO

RIO TINTO PLC

31.53%

Shares3.1K

Event2026-06-30

Filed2026-07-16

COO

COOPER COS INC

New

Shares4.1K

Event2026-06-30

Filed2026-07-16

BWA

BORGWARNER INC

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-16

ANET

ARISTA NETWORKS INC

-9.30%

Shares1.7K

Event2026-06-30

Filed2026-07-16

STT

STATE STR CORP

6.24%

Shares1.7K

Event2026-06-30

Filed2026-07-16

NBIX

NEUROCRINE BIOSCIENCES INC

11.28%

Shares1.7K

Event2026-06-30

Filed2026-07-16

PNFP

PINNACLE FINL PARTNERS INC

5.52%

Shares2.8K

Event2026-06-30

Filed2026-07-16

PAYX

PAYCHEX INC

New

Shares2.9K

Event2026-06-30

Filed2026-07-16

VRT

VERTIV HOLDINGS CO

New

Shares849

Event2026-06-30

Filed2026-07-16

TOYOTA MOTOR CORP

9.00%

Shares1.7K

Event2026-06-30

Filed2026-07-16

PARKER-HANNIFIN CORP

New

Shares289

Event2026-06-30

Filed2026-07-16

MEDTRONIC PLC

New

Shares3.6K

Event2026-06-30

Filed2026-07-16

QCOM

QUALCOMM INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-16

DELL

DELL TECHNOLOGIES INC

New

Shares653

Event2026-06-30

Filed2026-07-16

APPLIED INDL TECHNOLOGIES IN

New

Shares831

Event2026-06-30

Filed2026-07-16

ADOBE INC

25.71%

Shares1.4K

Event2026-06-30

Filed2026-07-16

LYB

LYONDELLBASELL INDUSTRIES NV

New

Shares5.3K

Event2026-06-30

Filed2026-07-16

UPS

UNITED PARCEL SVCS INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-16

MEDP

MEDPACE HLDGS INC

21.78%

Shares520

Event2026-06-30

Filed2026-07-16

ORLY

OREILLY AUTOMOTIVE INC

-2.26%

Shares3.0K

Event2026-06-30

Filed2026-07-16

JBL

JABIL INC

New

Shares707

Event2026-06-30

Filed2026-07-16

OTIS

OTIS WORLDWIDE CORP

New

Shares3.8K

Event2026-06-30

Filed2026-07-16

FDS

FACTSET RESH SYS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-16

PFE

PFIZER INC

New

Shares11.2K

Event2026-06-30

Filed2026-07-16

CCL

CARNIVAL CORP LTD

New

Shares9.4K

Event2026-06-30

Filed2026-07-16

BKNG

BOOKING HOLDINGS INC

1577.78%

Shares1.5K

Event2026-06-30

Filed2026-07-16

VEEV

VEEVA SYS INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-16

THE CIGNA GROUP

-3.04%

Shares957

Event2026-06-30

Filed2026-07-16

BLACKSTONE INC

17.71%

Shares2.2K

Event2026-06-30

Filed2026-07-16

RBC

RBC BEARINGS INC

New

Shares409

Event2026-06-30

Filed2026-07-16

CLOUDFLARE INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-16

ADI

ANALOG DEVICES INC

New

Shares660

Event2026-06-30

Filed2026-07-16

NUTANIX INC

New

Shares5.1K

Event2026-06-30

Filed2026-07-16

COP

CONOCOPHILLIPS

2.47%

Shares2.5K

Event2026-06-30

Filed2026-07-16

ASE TECHNOLOGY HLDG CO LTD

New

Shares5.7K

Event2026-06-30

Filed2026-07-16

BTI

BRITISH AMERN TOB PLC

0.80%

Shares4.2K

Event2026-06-30

Filed2026-07-16

PEP

PEPSICO INC

10.31%

Shares1.9K

Event2026-06-30

Filed2026-07-16

DHR

DANAHER CORP DEL

-23.99%

Shares1.4K

Event2026-06-30

Filed2026-07-16

JEF

JEFFERIES FINANCIAL GROUP IN

New

Shares5.1K

Event2026-06-30

Filed2026-07-16

ITW

ILLINOIS TOOL WKS INC

New

Shares949

Event2026-06-30

Filed2026-07-16

RBLX

ROBLOX CORP

New

Shares4.7K

Event2026-06-30

Filed2026-07-16

AMT

AMERICAN TOWER CORP

New

Shares1.6K

Event2026-06-30

Filed2026-07-16

CISCO SYS INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-16

HCA

HCA HEALTHCARE INC

-32.05%

Shares653

Event2026-06-30

Filed2026-07-16

SYY

SYSCO CORP

New

Shares3.0K

Event2026-06-30

Filed2026-07-16

TEAM

ATLASSIAN CORPORATION

New

Shares3.2K

Event2026-06-30

Filed2026-07-16

ENB

ENBRIDGE INC

10.23%

Shares4.6K

Event2026-06-30

Filed2026-07-16

OWENS CORNING NEW

New

Shares1.6K

Event2026-06-30

Filed2026-07-16

STLD

STEEL DYNAMICS INC

-3.02%

Shares1.1K

Event2026-06-30

Filed2026-07-16

MFG

MIZUHO FINANCIAL GROUP INC

22.84%

Shares26.1K

Event2026-06-30

Filed2026-07-16

SCHW

SCHWAB CHARLES CORP

New

Shares2.7K

Event2026-06-30

Filed2026-07-16

UNILEVER PLC

New

Shares4.1K

Event2026-06-30

Filed2026-07-16

TAP

MOLSON COORS BEVERAGE CO

New

Shares6.4K

Event2026-06-30

Filed2026-07-16

AT&T INC

-22.68%

Shares11.8K

Event2026-06-30

Filed2026-07-16

LUMENTUM HLDGS INC

New

Shares285

Event2026-06-30

Filed2026-07-16

REGN

REGENERON PHARMACEUTICALS

8.64%

Shares390

Event2026-06-30

Filed2026-07-16

FLEX

FLEX LTD

New

Shares1.5K

Event2026-06-30

Filed2026-07-16

COLGATE PALMOLIVE CO

New

Shares2.6K

Event2026-06-30

Filed2026-07-16

MPC

MARATHON PETE CORP

3.18%

Shares942

Event2026-06-30

Filed2026-07-16

BMO

BANK MONTREAL MEDIUM

New

Shares1.4K

Event2026-06-30

Filed2026-07-16

NETFLIX INC.

-38.49%

Shares3.4K

Event2026-06-30

Filed2026-07-16

TGT

TARGET CORP

New

Shares1.8K

Event2026-06-30

Filed2026-07-16

OMF

ONEMAIN HLDGS INC

New

Shares3.9K

Event2026-06-30

Filed2026-07-16

ANTERO RESOURCES CORP

New

Shares6.7K

Event2026-06-30

Filed2026-07-16

MKC

MCCORMICK & CO INC

New

Shares4.7K

Event2026-06-30

Filed2026-07-16

BNS

BANK NOVA SCOTIA B C

New

Shares2.7K

Event2026-06-30

Filed2026-07-16

ARAMARK

New

Shares4.1K

Event2026-06-30

Filed2026-07-16

GSK PLC

21.70%

Shares4.5K

Event2026-06-30

Filed2026-07-16

BURLINGTON STORES INC

New

Shares736

Event2026-06-30

Filed2026-07-16

EBAY

EBAY INC.

New

Shares2.1K

Event2026-06-30

Filed2026-07-16

INCY

INCYTE CORP

New

Shares2.1K

Event2026-06-30

Filed2026-07-16

DIS

DISNEY WALT CO

0.13%

Shares2.4K

Event2026-06-30

Filed2026-07-16

LYG

LLOYDS BANKING GROUP PLC

33.84%

Shares39.4K

Event2026-06-30

Filed2026-07-16

CHD

CHURCH & DWIGHT CO INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-16

ILMN

ILLUMINA INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-16

JMEE

J P MORGAN EXCHANGE TRADED F

New

Shares2.9K

Event2026-06-30

Filed2026-07-16

CFG

CITIZENS FINL GROUP INC

New

Shares3.2K

Event2026-06-30

Filed2026-07-16

HONEYWELL INTL INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-16

EFX

EQUIFAX INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-16

AXP

AMERICAN EXPRESS CO

New

Shares658

Event2026-06-30

Filed2026-07-16

HONEYWELL AEROSPACE INC

New

Shares999

Event2026-06-30

Filed2026-07-16

DOCU

DOCUSIGN INC

New

Shares5.0K

Event2026-06-30

Filed2026-07-16

CVS

CVS HEALTH CORP

New

Shares2.1K

Event2026-06-30

Filed2026-07-16

HST

HOST HOTELS & RESORTS INC

New

Shares9.2K

Event2026-06-30

Filed2026-07-16

XYL

XYLEM INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-16

SCHG

SCHWAB STRATEGIC TR

New

Shares6.4K

Event2026-06-30

Filed2026-07-16

FRT

FEDERAL RLTY INVT TR NEW

New

Shares1.8K

Event2026-06-30

Filed2026-07-16

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares4.8K

Event2026-06-30

Filed2026-07-16

UMC

UNITED MICROELECTRONICS CORP

New

Shares7.9K

Event2026-06-30

Filed2026-07-16

CRANE COMPANY

New

Shares958

Event2026-06-30

Filed2026-07-16

PROSPERITY BANCSHARES INC

New

Shares2.9K

Event2026-06-30

Filed2026-07-16

CANADIAN IMPERIAL BANK OF CO

New

Shares1.8K

Event2026-06-30

Filed2026-07-16

CEG

CONSTELLATION ENERGY CORP

-1.84%

Shares855

Event2026-06-30

Filed2026-07-16

AGILENT TECHNOLOGIES INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-16

CHE

CHEMED CORP NEW

New

Shares447

Event2026-06-30

Filed2026-07-16

FOXA

FOX CORP

-12.73%

Shares4.0K

Event2026-06-30

Filed2026-07-16

ADM

ARCHER DANIELS MIDLAND CO

New

Shares2.7K

Event2026-06-30

Filed2026-07-16

GLTR

ABRDN PRECIOUS METALS BASKET

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-16

ING

ING GROEP N.V.

New

Shares6.6K

Event2026-06-30

Filed2026-07-16

MDB

MONGODB INC

New

Shares610

Event2026-06-30

Filed2026-07-16

EXEL

EXELIXIS INC

New

Shares3.8K

Event2026-06-30

Filed2026-07-16

HURN

HURON CONSULTING GROUP INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-16

UBIQUITI INC

-9.40%

Shares376

Event2026-06-30

Filed2026-07-16

VRSN

VERISIGN INC

New

Shares796

Event2026-06-30

Filed2026-07-16

GPC

GENUINE PARTS CO

New

Shares1.7K

Event2026-06-30

Filed2026-07-16

VALE

VALE S A

-5.16%

Shares12.8K

Event2026-06-30

Filed2026-07-16

BBD

BANCO BRADESCO S A

-8.06%

Shares29.7K

Event2026-06-30

Filed2026-07-16

ABEV

AMBEV SA

1.12%

Shares22.2K

Event2026-06-30

Filed2026-07-16

MPW

MEDICAL PROPERTIES TRUST INC

New

Shares11.4K

Event2026-06-30

Filed2026-07-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

AAPL Put PutAPPLE INC21.4K sharesnew addition2026-06-302026-07-16

AAPL Put

APPLE INC

New

Shares21.4K

Event2026-06-30

Filed2026-07-16